Dan Savage
Senior Vice President and Senior Trust Officer at Lake Ridge Bank
Based in Madison, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Madison
Industry
Financial Services
Company size
245
Contact information
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d•••••••@lakeridge.bank
Phone
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Background
About Dan Savage
I dedicated more than thirty-four years advising individuals, families, and business owners in areas that are essential to their long term financial success, including but not limited to investment management, estate planning, and planning for a financially secure retirement. I was responsible for the Bank's Wealth Management Division, and enjoyed the pleasure of working with an outstanding team of investment management and planning professionals. My objectives were three-fold: 1) to help clients recognize and understand their circumstances and needs; 2) to help them assess their strategic options; and 3) to implement the best possible solutions. As of January 1, 2024, I most happily re-purposed myself.
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